HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$6.72M
3
+$6.29M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.93M
5
JPM icon
JPMorgan Chase
JPM
+$1.2M

Top Sells

1
+$6.67M
2
+$6.06M
3
+$980K
4
BA icon
Boeing
BA
+$698K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$551K

Sector Composition

1 Financials 4.37%
2 Healthcare 4.17%
3 Technology 3.95%
4 Energy 3.2%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$14K 0.01%
404
+180
377
$14K 0.01%
212
-74
378
$14K 0.01%
408
-291
379
$14K 0.01%
260
+2
380
$14K 0.01%
296
+94
381
$14K 0.01%
127
-2
382
$13K ﹤0.01%
230
383
$13K ﹤0.01%
208
-213
384
$13K ﹤0.01%
63
-7
385
$13K ﹤0.01%
233
-7
386
$13K ﹤0.01%
2,995
-198
387
$13K ﹤0.01%
248
+36
388
$13K ﹤0.01%
2,400
389
$12K ﹤0.01%
289
-236
390
$12K ﹤0.01%
29
391
$12K ﹤0.01%
80
392
$12K ﹤0.01%
298
393
$12K ﹤0.01%
150
-95
394
$12K ﹤0.01%
660
395
$12K ﹤0.01%
335
+150
396
$12K ﹤0.01%
1,200
+300
397
$11K ﹤0.01%
788
398
$11K ﹤0.01%
304
-80
399
$11K ﹤0.01%
739
+5
400
$11K ﹤0.01%
175
-304
14 15
16
17 18